Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) vs UTI - Dividend Yield Fund
Over the last 3 years, UTI - Dividend Yield Fund returned 14.4% a year against 10.3% for Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) (Direct plans). Data as of 12 Nov 2026.
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) | UTI - Dividend Yield Fund | |
|---|---|---|
| Category | Dividend Yield | Dividend Yield |
| Fund house | Sundaram Mutual Fund | UTI Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 4.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹751 cr | ₹3,575 cr |
| Direct plan | ||
| Rating | B | B |
| Expense ratio | 1.28% | 1.53% |
| 1Y return | -3.3% | -0.2% |
| 3Y return (a year) | 10.3% | 14.4% |
| 5Y return (a year) | – | 10.7% |
| 3Y vs index | -1.9% | +2.2% |
| Rating score, rank | 37 · #7 of 9 | 60 · #4 of 9 |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 2.44% | 1.98% |
| 1Y return | -4.5% | -0.8% |
| 3Y return (a year) | 9.0% | 13.8% |
| 5Y return (a year) | – | 10.1% |
| 3Y vs index | -3.2% | +1.5% |
| Rating score, rank | 35 · #7 of 9 | 63 · #2 of 9 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | – | 100% |
| Deepest fall, 3Y | -18.9% | -18.2% |
| Volatility, 3Y | 13.1% | 13.0% |
| Max fall, 5Y | -18.9% | -18.6% |
| Down capture, 3Y | 84 | 85 |
| Stocks held | – | 56 |
| Top 10 holdings | – | 36% |
| Large / mid / small caps | – | 62 / 12 / 16% |
| Largest sector | – | Banks |
Common questions
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) or UTI - Dividend Yield Fund: which is better?
On our track-record ratings (Direct plans), Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) is rated B and UTI - Dividend Yield Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) or UTI - Dividend Yield Fund: which has done better?
Over the last 3 years, UTI - Dividend Yield Fund returned 14.4% a year against 10.3% for Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) (Direct plans).
How much do Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) and UTI - Dividend Yield Fund overlap?
Holdings for one of these schemes are not available yet.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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